Skip to content
Disclosery

Integrated Wealth Concepts LLC: ACN position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Integrated Wealth Concepts LLC on ACN, newest first. How the timeline and the estimate are built.

Integrated Wealth Concepts LLC held 14,405 ACN shares at 2026-06-30 per its 13F-HR/A filed 2026-09-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 14,405 shares
    Change vs previous 13F -1,714 shares

    0.01% of the 13F portfolio, value $1,792,538.

    13F-HR/A 0001737109-26-000007 filed by Integrated Wealth Concepts LLC
    Accepted , ingested

  2. period ended2026-03-31
    13F 16,119 shares
    Change vs previous 13F +1,075 shares

    0.03% of the 13F portfolio, value $3,196,160.

    13F-HR 0001737109-26-000002 filed by Integrated Wealth Concepts LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 15,044 shares
    Change vs previous 13F -712 shares

    0.05% of the 13F portfolio, value $4,036,415.

    13F-HR 0001737109-26-000001 filed by Integrated Wealth Concepts LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 15,756 shares
    Change vs previous 13F -44 shares

    0.03% of the 13F portfolio, value $3,885,456.

    13F-HR 0001737109-25-000007 filed by Integrated Wealth Concepts LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 15,800 shares
    Change vs previous 13F +643 shares

    0.05% of the 13F portfolio, value $4,722,432.

    13F-HR 0001737109-25-000006 filed by Integrated Wealth Concepts LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 15,157 shares
    Change vs previous 13F +283 shares

    0.06% of the 13F portfolio, value $4,729,444.

    13F-HR 0001737109-25-000004 filed by Integrated Wealth Concepts LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 14,874 shares
    Change vs previous 13F +4,065 shares

    0.06% of the 13F portfolio, value $5,232,659.

    13F-HR 0001737109-25-000002 filed by Integrated Wealth Concepts LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 10,809 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $3,820,835.

    13F-HR 0001737109-24-000006 filed by Integrated Wealth Concepts LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).